Lewis Jarrett & Co
Downloads Menu
Elite LJ Portfolio Funds & Related Products
Simplified Prospectus
Contents - This Simplified Prospectus document gives a summary of the Elite LJ Portfolio Funds (the "Funds"), which are Open Ended Investment Companies (OEIC). There are two funds available, being: Elite LJ Absolute Return Portfolio Fund; and Elite LJ Active Portfolio Fund. Issue date: March 2013.
Key Features Document (ISA)
Contents - This document describes the Key Features and Terms & Conditions of the Elite LJ Portfolio Fund Stocks and Shares Individual Savings Account (Elite LJ Portfolio Fund ISA). Issue date: April 2013.
Application Form
Contents - Application Form for the Elite LJ Portfolio Funds & Elite LJ Portfolio Funds Stocks and Shares ISA. Issue date: March 2013.
ISA Transfer Form
Contents - Elite LJ Portfolio Funds Stocks and Shares ISA Transfer Form. Issue date: March 2013.
Direct Debit Mandate
Contents - Instruction to a Bank or Building Society to pay by Direct Debit.
Financial - Short Report 1
Contents - Elite LJ Portfolio Fund. Interim Short Report for the period 1st May to 31st October 2012 for the Elite LJ Portfolio Fund (viz: Elite LJ Absolute Return Portfolio Fund; and Elite LJ Active Portfolio Fund). Issue date: January 2013.
Financial - Short Report 2
Contents - Elite LJ Cautious Managed Portfolio Fund. Annual Short Report for the year ended 30th November 2010. Issue date: April 2011.
Financial - Long Report 1
Contents - Elite LJ Portfolio Fund. Authorised Corporate Director's Interim Long Report and Unaudited Financial Statements for the accounting period from 1st May 2010 to 31st October 2010 for the Elite LJ Portfolio Fund (viz: Elite LJ Absolute Return Portfolio Fund; Elite LJ Active Portfolio Fund; and Elite LJ Multi Asset Portfolio Fund). Issue date: January 2011.
Financial - Long Report 2
Contents - Elite LJ Cautious Managed Portfolio Fund. Interim Report for the period from 1st December 2010 to 31st May 2011. Issue date: July 2011.